A complete list of active advisors currently associated with Professional Financial

Warmer can help you find a great advisor at Professional Financial or one who fits your needs even better.

The firm works with high‑net‑worth and affluent individuals, families, trusts, estates, charitable arrangements and small pension or profit‑sharing plans, providing discretionary and non‑discretionary investment management together with comprehensive financial planning, retirement and life‑transition consulting. Services are coordinated across household accounts and employer plans and include implementation through institutional‑class mutual funds, ETFs and select separately‑managed accounts. Investment decisions are guided by an evidence‑based, multifactor framework that emphasizes size, relative price and profitability dimensions and seeks tax‑aware asset‑location across household accounts; the firm routinely uses Dimensional Fund Advisors’ funds and Unified Management Account solutions as part of portfolio construction. Clients progress through a CFP‑aligned planning process with annual reviews and a tiered service model (standard, preferred, premier) that sets meeting frequency and consulting scope. Noteworthy features include the firm’s regular client periodicals and aggregated household reporting via an automated platform, an offering that is uncommon among peers of this size. The brochure also discloses formal arrangements to use Dimensional’s UMA and separately managed sleeves, documented policies on AI use and cybersecurity, and a 2024 SEC settlement related to an advertising disclosure matter.

To learn more about the advisors currently working at Professional Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.